No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0785790 NONE, OTHER THAN CONTRACT | Contract Administrator Service code 13 | 2300 BUENA VISTA DR SE STE 127 ALBUQUERQUE, NM 87106 | $167K |
| CIGNA HEALTH AND LIFE INSURANCE EIN 59-1031071 NONE, OTHER THAN CONTRACT | Contract Administrator; Named fiduciary; Direct payment from the plan; Non-monetary compensation; Claims processing; Float revenue; Other services; Participant communication Service code 12 | 8505 EAST ORCHARD RD 5T1 GREENWOOD VILLAGE, CO 80111 | $162K |
| RAEL & LETSON EIN 94-1707048 NONE, OTHER THAN CONTRACT | Consulting (pension); Actuarial Service code 11 | 2800 CAMPUS DRIVE, STE 150 SAN MATEO, CA 94403 | $56K |
| PATIENTS CARE PARTNERSHIP EIN 86-1005647 NONE, OTHER THAN CONTRACT | Insurance agents and brokers; Insurance services Service code 22 | 3031 W NORTHERN AVE, STE 111 PHOENIX, AZ 85051 | $56K |
| NATIXIS GLOBAL ASSET MANAGEMENT EIN 04-3274056 NONE, OTHER THAN CONTRACT | Investment management Service code 28 | 399 BOYLSTON STREET BOSTOM, MA 02116 | $38K |
| WALKER & VAN HEIJENOORT EIN 85-0369189 NONE, OTHER THAN CONTRACT | Legal Service code 29 | 6100 4TH ST NW NO 412 ALBUQUERQUE, NM 87107 | $37K |
| UNITED CONCORDIA EIN 86-0307623 NONE, OTHER THAN CONTRACT | Insurance agents and brokers; Insurance services Service code 22 | 4775 INDIAN SCHOOL RD, 310 ALBUQUERQUE, NM 87110 | $33K |
| ENVISION PHAMACEUTICAL SERVICES EIN 05-0570786 NONE, OTHER THAN CONTRACT | Insurance services; Insurance agents and brokers Service code 22 | 1100 INVESTMENT BLVD EL DORADO HILLS, CA 95762 | $32K |
| ULRICH CONSULTING GROUP EIN 45-3972125 NONE, OTHER THAN CONTRACT | Investment advisory (participants); Investment advisory (plan) Service code 26 | 1805 RIO GRANDE BLVD., NE SUITE 1 ALBUQUERQUE, NM 87104 | $19K |
| NEEDLES & ASSOCIATES LLC NONE, OTHER THAN CONTRACT | Accounting (including auditing) Service code 10 | 350 INTERLOCKEN BLVD, STE 220 BROOMFIELD, CO 80021 | $14K |
| WORKERS ASSISTANCE PROGRAM EIN 74-1837991 NONE, OTHER THAN CONTRACT | Other services Service code 49 | 7650 S MCCLINTOCK DR SET 103 #224 TEMPE, AZ 85284 | $12K |
| CHUBB INC NONE, OTHER THAN CONTRACT | Insurance services Service code 23 | 15 MOUNTAIN VIEW ROAD WARREN, NJ 07059 | $11K |
| BALDWIN & BALDWIN PLLC EIN 46-4370753 NONE, OTHER THAN CONTRACT | Accounting (including auditing) Service code 10 | 701 N. 44TH STREET PHOENIX, AZ 85008 | $10K |
| BANK OF ALBUQUERQUE EIN 73-1373454 NONE, OTHER THAN CONTRACT | Custodial (securities) Service code 19 | 100 SUN AVE NE STE 500 ALBUQUERQUE, NM 87109 | $8K |
| LETTERSTREAM NONE, OTHER THAN CONTRACT | Copying and duplicating Service code 36 | 8551 E ANDERSON DR. #108 SCOTTSDALE, AZ 85255 | $8K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 626 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 626 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 113 | $464K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 465 | $15K |
| Stop-loss / reinsurancereinsurance | NATIONAL UNION FIRE INSURANCE COMPANY OF PA | 626 | $311K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 465 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 626 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.